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Portfolio (Quarterly) Guide ↗

PRELUDE CAPITAL MANAGEMENT, LLC

· CIK 0001387508
13F Portfolio $1.3B AUM 1,176 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 423 New 336 Added 342 Reduced 507 Exited
Page 4 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BE BLOOM ENERGY CORP Industrials 9,065.0 $1.2M 0.09% -104K -92.0% $135.49 +90.9%
62 PWR QUANTA SVCS INC Industrials 2,223.0 $1.2M 0.09% -133.0 -5.7% $549.02 +40.2%
63 TRNO TERRENO RLTY CORP Real Estate 19,000.0 $1.2M 0.09% -10K -35.6% $61.42 +5.9%
64 COKE COCA COLA CONS INC Consumer Defensive 6,080.0 $1.2M 0.09% -4K -37.9% $191.74 -10.2%
65 DLR DIGITAL RLTY TR INC Real Estate 6,400.0 $1.2M 0.09% -7K -53.3% $180.21 +4.6%
66 NTRA NATERA INC Healthcare 5,676.0 $1.1M 0.09% -145.0 -2.5% $199.99 -6.8%
67 FIX COMFORT SYS USA INC Industrials 816.0 $1.1M 0.09% -141.0 -14.7% $1378.99 +44.5%
68 CLS CELESTICA INC Technology 3,994.0 $1.1M 0.09% -19K -82.3% $281.68 +21.7%
69 ESI ELEMENT SOLUTIONS INC Basic Materials 32,922.0 $1.1M 0.09% -11K -25.0% $34.14 +24.0%
70 KD KYNDRYL HLDGS INC Technology 84,918.0 $1.1M 0.09% -66K -43.9% $13.12 -13.7%
71 CCL CARNIVAL CORP Consumer Cyclical 42,931.0 $1.1M 0.09% -7K -13.6% $25.88 -3.7%
72 APH AMPHENOL CORP Technology 8,791.0 $1.1M 0.09% -417.0 -4.5% $126.35 -3.7%
73 EQT EQT CORP Energy 17,276.0 $1.1M 0.08% -2K -11.6% $63.64 -11.7%
74 CTLP CANTALOUPE INC Technology 100,301.0 $1.1M 0.08% -51K -33.7% $10.81 +3.6%
75 ARIS ARIS MINING CORPORATION Basic Materials 58,053.0 $1.1M 0.08% -19K -24.5% $18.57 -2.3%
76 ORCL ORACLE CORP Technology 7,173.0 $1.1M 0.08% -905.0 -11.2% $146.97 +31.3%
77 ARM ARM HOLDINGS PLC Technology 6,847.0 $1.0M 0.08% -925.0 -11.9% $151.28 +42.2%
78 TWST TWIST BIOSCIENCE CORP Healthcare 21,687.0 $1.0M 0.08% -348.0 -1.6% $47.52 +3.5%
79 CRWV COREWEAVE INC Technology 13,238.0 $1.0M 0.08% -20K -60.7% $77.47 +38.5%
80 BBIO BRIDGEBIO PHARMA INC Healthcare 13,807.0 $1.0M 0.08% -10K -43.0% $74.26 -12.0%
Page 4 of 18  ·  342 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Healthcare 15.0%
Consumer Cyclical 10.9%
Financial Services 10.6%
Industrials 10.2%
Communication Services 8.5%
Energy 5.8%
Consumer Defensive 4.3%
Real Estate 3.7%
Basic Materials 2.8%